Dana Hiles signed VPGC, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VPGC, LLC's EIN is 90-0857105.
Download the official 2024 Form 5500 (PDF) for VPGC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VPGC, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADV. | 43-1451524 | — | NONE | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced R6 American Funds 0 | Mutual Funds | — | — | $1.7M | 19.0% | |
| American Century Growth R6 American Century 0 | Other securities | — | — | $1.6M | 17.4% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $820K | 9.0% | |
| American Funds US Government Sec R6 American Funds 0 | Mutual Funds | — | — | $543K | 5.9% | |
| (CL) Invesco Discovery R6 Invesco 0 | Mutual Funds | — | — | $530K | 5.8% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $485K | 5.3% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $378K | 4.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $330K | 3.6% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | Mutual Funds | — | — | $318K | 3.5% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $317K | 3.5% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $313K | 3.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $279K | 3.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 369 | Common Collective Trust | — | — | $274K | 3.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $195K | 2.1% | |
| Fidelity Small Cap Index Fidelity 0 958 MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $156K | 1.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $140K | 1.5% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | Other securities | — | — | $126K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $115K | 1.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $97K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $96K | 1.0% | |
| Dodge & Cox Income Fund I Dodge 0 | Mutual Funds | — | — | $85K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $71K | 0.8% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $62K | 0.7% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | Mutual Funds | — | — | $31K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 316 | Common Collective Trust | — | — | $29K | 0.3% | |
| September 23 | Other securities | — | — | $23K | 0.3% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | Mutual Funds | — | — | $17K | 0.2% | |
| benefits for the year ended December 31, 2024, and the related notes to the financial statements. We have elected to have the audit of the Plan’s financial statements performed in accordance with ERISA Section 103(a)(3)(C) pursuant to 29 CFR 2520.103-8 of the Department of Labor’s (“DOL”) Rules | Other securities | — | — | $3K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $668 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
